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Opal Financial's Investment Trends Summit

Investment Trends Summit

September 8-10, 2014
The Four Seasons, The Biltmore, Santa Barbara, CA
Add The Investment Trends Summit To Your Outlook Calendar
Register Now for the Investment Trends Summit
(Agenda current as of 9-3-14)
  Conference Details:
Opal Financial Group's Investment Trends Summit will serve as an educational forum focused on analyzing trends for the future, as well as exploring ways to implement new strategies in particular investment plans. Speakers and attendees will discuss topics such as investor's perspectives, investment management theories, emerging market trends, socially responsible investing, venture capital investing, commodities and more.

As one of our Platinum Series Events, we have designed this investment trends conference to meet the needs of money managers, senior pension fund officers and trustees who prefer smaller, more structured programs. By limiting this event to select managers, participants will be able to more carefully examine a distinct set of topics specifically tailored to their interests.

  Topics to be discussed:
  • Investment styles & Strategies: What Should Investors be looking out for?
  • Challenges Investors are Facing
  • Absolute Returns: The Role of Hedge Funds What Asset Allocation Strategies work best?
  • Exciting opportunities in Co Investing The Emergence of the: "Manager of Managers" Model of Consultant/Investment Management in Public Pension Plans Trends in Real Estate Investing Globally Real Asset Manager Selection Alternative Investing
"I would recommend Opal Conferences to all Public Fund Trustees . Education is the key to our success in maintaining positive returns in a volatile market."
- -Gerald Garret, Trustee, Oklahoma Firefighters Pension & Retirement System
More Testimonials
  Past Industry Representation:
Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers

Chart II: Institutional Investors/Consultants
  Hotel Info:

We now have LIMITED AVAILABILITY. Please contact Connie Lun clun@opalgroup.net
for more information.

The Four Seasons Resort,
The Biltmore

1260 Channel Drive
Santa Barbara, California, 93108


We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link to book your room. The hotel will not accept individual call-ins.
Online Hotel Reservation
  • Rooms are available only to those participants who are registered conference attendees.
  • Rooms will not be guaranteed without a credit card.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • The name on the form will be the name of the guest room.
  Conference Registration Prices:
  Earlybird Rate
(Expired 7/18/14)
Standard Rate
Asset Managers & Service Providers $1,995 $2,495
***Institutional End-Investors
(subject to qualification)
Registration price reflects $100 online discount
Register Now for the Investment Trends Summit
***Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

Subject to Opal Financial Group's approval. Eligibility will be verified
  Sponsorship, Exhibition & Speaking Opportunities
+1 212-532-9898 x 0
Email: info@opalgroup.net
  Executive Sponsors:
Doubleline PowerShares QQQ SteelCore Capitals Wealth Research Institute
  General Sponsors:
25 Capital Partners AFLG Investments Baron Capital Kutak Rock LEV InvestmentsTennenbaum Capital Partners LLCTortoise Capital Advisors UBS
  Media Partners:
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